Litman Gregory Wealth Management LLC Schwab Fundamental U S Broad M Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 24,102 shares of FNDB stock, worth $549,043. This represents 0.05% of its overall portfolio holdings.
Number of Shares
24,102
Previous 7,512
220.85%
Holding current value
$549,043
Previous $528,000
6.06%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.4 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$30.8 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.2 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.3 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.1 Million0.04% of portfolio